Redtail CRM + Veem

Redtail CRM + Veem integrations

Create Veem payment requests for new Redtail CRM activities

Easily streamline your payment process when new activities are created in Redtail CRM with this efficient automation. Once set up, this workflow will be activated whenever a new activity is added in Redtail CRM, instantly sending a payment request through Veem to the specified payee. You can now save time, reduce manual work, and focus on maintaining strong relationships with your clients as your payment transactions are handled seamlessly in the background.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Request PaymentRequests a payment.
ActionWrite

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More things you can do with Redtail CRM and Veem

Discover other triggers and actions you can use with Redtail CRM and Veem

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Status
  Required
Trigger
Instant
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- Payer_businessName
- Payer_countryCode
  Required
- Payer_email
  Required
- Payer_firstName
  Required
- Payer_lastName
  Required
- Payer_type
  Required
- Payer_phone
  Required
- Currency
  Required
- Amount
  Required
- PurposeOfPayment
- Notes
- DueDate
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Status
  Required
Trigger
Instant
Try It
- Email
  Required
- FirstName
  Required
- LastName
  Required
- ISO Country Code
  Required
- PhoneDialCode
  Required
- PhoneNumber
  Required
- Type
- Business_name
Action
Write
- Payee_businessName
- Payee_countryCode
  Required
- Payee_email
  Required
- Payee_firstName
  Required
- Payee_lastName
  Required
- Payee_type
  Required
- Payee_phone
  Required
- Currency
  Required
- Amount
  Required
- Notes
- DueDate
Action
Write

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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Related categories

CRM (Customer Relationship Management)

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About Veem

Veem is an online global bank transfer service for you to send & receive payments internationally with ease.

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Related categories

Payment Processing